Equity Analyst, LightStream Research

Oshadhi Kumarasiri

An equity research analyst with over 7 years of experience in multiple sectors. Previously worked for one of the world's largest asset managers with about USD2.5trn in AUM, covering small and micro-cap companies in the consumer sphere across Europe and developed Asia. Also experienced in covering multiple industries including banking, insurance and asset management, retail, tech, telco and REIT.

Equity Analyst

Long-Short Analysis on Japan, Asia and the World

LightStream Research

LightStream conducts quantitatively rigorous and data-driven analysis with a focus on Japan and Asia.

We consistently cover the Tech, Consumer and Industrial sectors, and provide ECM and Events coverage more broadly.

We supplement traditional qualitative insights from company relationships with a robust quantitative foundation that examines as much historical data as is available.
We further refine the accuracy of our insights and calls through the use of alternative data to flesh out current trends, and through a valuation framework that emphasises non-superficial peer group selection and a proper attempt to understand the metrics and changes that have driven security valuations in the past.

Event-Driven

Tsinghua Tongfang Co Ltd A / Event-Driven

On 31st December 2019, Bloomberg reported that Tsinghua Holdings received the Ministry of Finance - China’s approval to sell its 21% stake in Tsinghua Tongfang to China Nuclear Engineering Group Capital Holdings for RMB 6.4bn.
Tsinghua Holdings is a 100% state-owned limited liability company established by the Tsinghua University. According to the company disclosures, Tsinghua Holdings was ranked 137th among the top 500 Chinese companies in 2018, and its R&amp;D intensity was ranked 3rd among the top 500 Chinese companies in 2018. The company had investments in more than 10 listed Chinese companies including a stake in Tsinghua Tongfang.
Tsinghua Tongfang is a Beijing based company formed in 1997. It operates in a variety of business areas closely related to the national economy and people. Such areas include internet services and terminals, cloud computing and big data, public safety, energy conservation, environmental protection and research and development.

On 31st December 2019, Bloomberg reported that Tsinghua Holdings received the Ministry of Finance - China’s approval to sell its 21% stake in Tsinghua Tongfang to China Nuclear Engineering Group Capital Holdings for RMB 6.4bn.
Tsinghua Holdings is a 100% state-owned limited liability company established by the Tsinghua University. According to the company disclosures, Tsinghua Holdings was ranked 137th among the top 500 Chinese companies in 2018, and its R&amp;D intensity was ranked 3rd among the top 500 Chinese companies in 2018. The company had investments in more than 10 listed Chinese companies including a stake in Tsinghua Tongfang.
Tsinghua Tongfang is a Beijing based company formed in 1997. It operates in a variety of business areas closely related to the national economy and people. Such areas include internet services and terminals, cloud computing and big data, public safety, energy conservation, environmental protection and research and development.

Tsinghua Holdings Receives the Nod from the Ministry of Finance for Tsinghua Tongfang Stake Sale